The Calamos Phineus Long/Short Fund (CPLIX) team managed by Michael Grant, Co-CIO, Head of Long/Short Strategies, and Senior Co-Portfolio Manager, has battled and won more days than the broad market, resulting in CPLIX’s year-to-date return of -1.65% versus the S&P’s loss of -16.14% as of Aug. 30. That’s a 1449 basis point outperformance.
Read PostThe economy’s continued reopening and an eventual fiscal package will support demand while cost cuts will drive operating leverage. These two should be a powerful combination to support earnings growth into 2021, says Michael Grant, Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies.
Read PostEquities and convertibles can do well, but the winners going forward might be different over the next six to 12 months than the winners of the last six to 12 months.
Read PostThe Calamos investment team makes the case for additional market upside—while cautioning investors to prepare for turbulence.
Read PostAfter all the market optimism expressed in August, the September 3-8 pullback provided a reminder that equities can surprise and disappoint. We have a few ideas for managing the risks.
Read Post"What do we see ahead? Investment professionals are invited to join a series of conference calls with the Calamos Investment Management team providing perspectives on their respective domains, including U.S. and international equities, liquid alternatives, and fixed income."
Read PostThese are the markets our alternative funds are made for, an opportunity to demonstrate why they’re worthy of financial advisors' consideration as a core allocation in clients’ portfolios.
Read PostDays away from the start of the fourth quarter of 2017, Calamos long/short portfolio manager Michael Grant says he expects equities to move higher.
Read Post“Positioning for the Late Stages of the Bull Market 2017-2018” presents the Calamos Global Long/Short team’s views on global GDP, fixed income markets and the U.S. expansion.
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